Grupo Televisa, S.A. (ADR) (NYSE:TV)

The deal TV just struck with Univision gives this Mexican network access to 35% of the US hispanic television media market, which not only continues to grow, but currently has little to worry about from the traditional networks.

The real story is not TV's success, its Univision's success and what it means for TV's long term earnings outlook.

Simple as being one of the only 2 players in the Broadcast Mexican market, without considering that is the biggest Latin-American media companies.<br /><br />It has entered the Chinese market last year with a huge success, and it has bought NEXTEL a few months ago, their revenue will increase like crazy just by the end of the year. <br /><br />Excellent administration, and the owner Emilio Azcarraga, is one of the richest businesspersons in Latin America with a fortune estimated at 1.6 billion dollars according to Forbes. He is also a Board Member of Teléfonos de Mexico, Univision and Banamex.

As Spanish becomes more and more popular in the United States, Spanish-language television and other Spanish media will also become popular.

Mexicans watch a lot of TV. Also, expansion into new markets and diversification will ultimately make TV the main regional provider of entertainment. They are increasing their control of cable providers throughout Mexico and will likely control the market within 5 years.

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

Great value !°

low cost, big profit margin, good market

mother

The latino, hispanic, mexicano markets are expanding at great rates, and this is a well organized, well ran company that is expanding its markets.

I'm on the bandwagon

Hispanic market leader by far, great oportunity ahead.

Increase in Spanish speaking citizens in America and the continuing globalization and international marketing push will further revenues of Non English speaking media. Ad Revenue.

solid balance sheet and ratios, loads of free cash, and holds the sort of defensible advantage (broadcasting, a regulated monopoly) that you look for in a long-term investments. the only question is the price. at 17X current earnings and an EPS growth rate of 15-20% it looks fairly safe.

growing latino population who like to watch there soap operas , si es bueno!

As Spanish-speaking media increases to meet the rising market's demands, revenues will jump.

The buying power of the Mexican community in the states is increasing vastly. So will the ad revenues for TV

Limited competition and steadily increasing hispanic
viewers in US and Mex. make this company likely to succeed for the forseeable future.

Broadcast TV, Magazines, Radio, Sky Mexico, Cable operations... Grupo TV are the Kings of all Spanish-Speaking Media.

Last quarter saw 9.1% revenue growth with 16.5% OIBDA growth. Opportunities to export content into more markets (incl. US through Univision) with improved pricing.

Plus, just got into the lottery business, which Morgan Stanley analyst will constitute 5% of 2007 revenues, at the kind of margin you get from exploiting the ambitions of the poor.

The target market is not getting smaller.